Episode 29: How to spot bubbles
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Description
In today's episode we discussed some of the characteristics of a bubble, and how they can be identified.
We discussed several warning signs, including the following:
-Valuation metrics become redundant
-No price too high!
-Technical analysis starts at high valuations
-Investor profile: a surfeit of new young men coming into the market
-A sharp rise in the use of leverage
We also discussed why it's difficult to pick the top.
Books/articles referenced
David Einhorn
Buchanan
Capital cycle theory
Buffett at Sun Valley article
Thanks for listening!
Download a free chapter from our book ’Low Rates, High Returns’
www.lowrateshighreturns.com/podcast
Pete Wargent
www.petewargent.com/
www.linkedin.com/in/pete-wargent-37228322/
Stephen Moriarty
twitter.com/SGM63
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